A chatbot replies. OmniAgent executes.
Pix payments, bank slips, appointments, exchanges, enrollment: the customer request is completed directly in your company systems, on WhatsApp, web and app. No queue, no ticket, and no AI deciding what only your rules can decide.
The rules are yours
Validation, limits and anti-fraud stay in your systems. The AI runs the conversation, it does not decide.
Sensitive data outside the AI
Passwords, taxpayer IDs and codes go through a secure form straight to your system.
Runs in your cloud
Installed in your environment. Conversations and credentials never leave it.
The market
Customers already handle their banking by message.
Service through messaging apps is no longer the exception in Brazilian financial services. The figures below come from the Febraban/Deloitte survey.
Read on Agência Brasil (in Portuguese)Who it is for
Built for operations with volume, rules and sensitive data.
Financial services
Banks, fintechs, credit unions and lenders. Pix, boleto (bank slip), statements and limits, with the confirmation code outside the AI and the rules in your systems.
See the AI agent for financial servicesHealthcare
Clinics, labs and health plans. The patient sends the doctor's order and leaves with the exam scheduled and the insurance checked.
See the AI agent for healthcareEducation
Universities and schools. Students identify themselves with their student ID and handle bank slips, certificates and grades without waiting in line at the registrar.
See the AI agent for educationRetail
Stores and retail chains. Tracking, exchanges, returns and invoice copies in the conversation, without opening a ticket.
See the AI agent for retail
Utilities, service companies and technical support teams use the same platform. Changing industry means changing configuration.
How it works
Declare the use case. The agent does the rest.
- 01
Understands
Text, audio or photo, on WhatsApp, on the web or in the app. No numbered menu.
- 02
Collects only what is missing
Sensitive data comes in through a secure form in the channel, not through the AI.
- 03
Executes in your systems
The rules are yours: validation, balance, deadlines and anti-fraud stay in your systems.
- 04
Hands off with history
The operator receives the summary and replies on the same number. Then hands the conversation back to the agent.
Security
Sensitive data outside the AI. Rules in your systems. Everything in your cloud.
Passwords, tax IDs (CPF) and confirmation codes come in through a secure form in the channel and go straight to your system. Encrypted history and credentials, a pilot with a controlled group of customers, and a signed installation in your environment.
See security and LGPDNext step
See your use case running.
Thirty minutes with the sales team. You bring the request your customers make most; we show the agent executing it.
- 01Demo with your use case
- 02Proposal based on volume, channels and organizations
- 03Pilot in the first week, with a controlled group of customers